Private Equity
Move from thesis to conviction faster with high-volume expert interviews
How private equity teams use Qualitate
Develop and validate investment theses
Stress-test market assumptions, customer loyalty, switching costs, and moat durability using direct buyer evidence.
Run channel checks and due diligence
Evaluate demand, churn, renewals, product usage, and AI impact through customer, former employee, and industry expert interviews.
Track competitive wins and losses
Understand where target and portfolio companies win, lose, and face encroachment from larger or emerging competitors.
Monitor portfolio companies and create value
Track shifts in customer sentiment, product adoption, and competitive positioning. Bring new market evidence directly to management teams.
One system for diligence, portfolio monitoring, and value creation
- Research AgentAnalyze Qualitate’s proprietary interviews with senior technology decision-makers alongside your firm’s own research, not generic web-scraped data.
- Transcript LibrarySearch structured interviews with vetted B2B buyers across major sectors. Filter by company, role, industry, and vendor relationship to find the exact evidence behind a thesis.
- Company & Market SignalsTrack quantified changes in demand, spend, adoption, churn, sentiment, and competitive position from buyer conversations over time.
- AI-Moderated InterviewsLaunch structured diligence at scale. Qualitate designs the study, sources experts from our proprietary panel, conducts adaptive interviews, and synthesizes the findings.
- Context & MemoryGround the Research Agent and AI Interviewer in your prior calls, diligence materials, hypotheses, and investment priorities so each project builds on what your firm already knows.
- Continuous MonitoringTrack portfolio companies over time and receive briefings when material customer, market, or competitive signals change.
Explore Each Feature
Continuous Diligence Agent
Start with your existing research
In addition to our 1M+ minutes of expert interviews, upload your human-led call transcripts, deal materials, or an investment memo to ground new research in what your team already knows.
Find the gaps in your thesis
Qualitate’s interview agent drafts follow-up questions to explore unresolved issues, test assumptions, and probe risks surfaced in your prior calls.
Go deeper with 10 AI-moderated interviews
Qualitate interviews 10 more customers, bringing their responses together with your human-led research to update findings and guide the next round.
Keep testing as conditions change
Schedule a recurring workflow to revisit key questions and track shifts in customer sentiment, competitive positioning, and spending plans.
By the numbers
- 7
- Of the world’s top 20 private equity firms use Qualitate
- ⅓
- The cost, completed in under four business days
- 50
- Churned customer and former employee interviews completed in eight business days
Built for institutional research
Protect proprietary research and manage firmwide compliance with expert disclosures, PII and MNPI screening, approval workflows, audit trails, and configurable access controls.